This academic commitment isn’t for everyone. It was designed for competitive professionals looking to challenge themselves over a period of 100 days. It will take determination, perseverance and grit. You will be pushed to approach things through a new lens, adopt new habits, and solve complex problems using our Retirement Management Advisor® framework.
Throughout your journey, you’ll have a team of top practitioners motivating and encouraging you. You’ll have exercises, review case studies and have thought-provoking discussions. The final step in your winter 100-Day Advisor Challenge culminates with a rigorous exam.* As a reward, you will earn bragging rights as a retirement expert! Upon passing the exam, you will be able to showcase your Retirement Management Advisor® (RMA®) credentials proudly.
Start 2022 as a newly certified retirement expert!
* Individuals will be required to adhere to a code of ethics, sign a license agreement and pay a certificant fee.
Read the press release
Creating new habits is easier than you think. We will spend 100 days exploring new methods and techniques so you can provide a higher level of service, challenging you to become a better, more rounded advisor in 2022. In this timeframe, you’ll secure a deep understanding of the retirement lifecycle and how to help your clients and prospects navigate through all the stages of retirement, not just the planning stages. We will guide you through various exercises and help you reach academic milestones too.
What you’ll walk away with:
Up-and-coming rising stars and life long-learners will love this challenge, plus the process is simple. Once you sign on to be a Challenger, you’ll receive a welcome packet with everything you need to know. You’ll follow a guided plan, complete weekly tasks and be on your way to earning prestigious bragging rights.
The winter Challenge is composed of online self-paced modules and quizzes, check-in calls, and webcasts with Institute experts and faculty, and an on-demand virtual Capstone recording.
Check Out the Winter Handbook & Schedule
Challengers must have 3 years of financial services experience.
We recommend this program for individuals who work with clients in or nearing retirement.
See the requirements
The winter 100-Day Advisor Challenge starts November 1, 2021 and ends February 1, 2022. We have an unlimited number of seats available so, round up your network and get started together!
After applying for the Retirement Management Advisor® certification, email rma@i-w.org with the subject "I'm taking the winter 100-Day Challenge."
Application Deadline: October 25, 2021
Apply Now
All winter 100-Day Advisor Challengers will receive $500 off the cost of the program when they apply the promo code at checkout. The winter 100-Day Advisor Challenge follows our RMA® certification program. Costs include the online course, the capstone and the first examination attempt.
$1,995 (Normally $2,495)
Individuals can apply up to 40 hours of CE credit toward their CIMA®, CPWA® or CFP® certifications.
*For new applicants only, cannot be used in combination with any other promo codes or discounts.
Learn about our fees
Call our enrollment counselors, Kari Estes, or Gray Bullard, or email us at enrollment@i-w.org for a consultation.
Kari Estes, kestes@i-w.org , 303-529-3823
Gray Bullard, gbullard@i-w.org, 303-529-3704
